2023-09-13T15:44:29-05:00 2022-12-31 465577902 RICHARDSON & COMPANY LLP 550 HOWE AVENUE SUITE 210 SACRAMENTO CA 95825 990 2022-01-01 680346784 CALIFORNIA BUDGET & POLICY CENTER CALI 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 CHRISTOPHER HOENE EXCUTIVE DIRECTOR 9164440500 2023-09-12 1 CHRISTOPHER HOENE 999009999 0 CURT JENSON P01208626 9165648727 2023-09-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER HOENE 1107 9TH STREET 310 SACRAMENTO CA 95814 2571224 0 X WWW.CALBUDGETCENTER.ORG X 1994 CA THE CALIFORNIA BUDGET & POLICY CENTER (BUDGET CENTER) IS A NONPARTISAN, RESEARCH AND ANALYSIS NONPROFIT COMMITTED TO ADVANCING PUBLIC POLICIES THAT IMPROVE THE LIVES OF CALIFORNIANS WHO ARE DENIED OPPORTUNITIES TO SHARE IN THE STATE'S WEALTH AND DESERVE THE DIGNITY AND SUPPORT TO LEAD THRIVING LIVES IN OUR COMMUNITIES.WE HIGHLIGHT INEQUITIES IN OUR STATE - SPECIFICALLY IN BUDGET CHOICES AND PUBLIC POLICIES AFFECTING LOW AND MIDDLE INCOME HOUSEHOLDS, WOMEN, IMMIGRANTS, AMERICAN INDIANS, ASIAN, BLACK, LATINX, AND PACIFIC ISLANDER CALIFORNIANS, AS WELL AS OTHER CALIFORNIANS OF COLOR, PEOPLE WITH DISABILITIES, AND LGBTQ+ CALIFORNIANS - AND IDENTIFY POLICY PATHWAYS THAT EXPAND ECONOMIC OPPORTUNITIES AND PROMOTE WELL-BEING FOR ALL CALIFORNIANS. 14 14 21 0 0 0 5111381 2374036 102553 162104 36692 35084 0 0 5250626 2571224 0 0 0 0 2559714 2768484 0 0 44379 284060 499016 2843774 3267500 2406852 -696276 6922450 6199058 329491 412765 6592959 5786293 X THE CALIFORNIA BUDGET & POLICY CENTER WORKS TO ADVANCE PUBLIC POLICIES THAT IMPROVE THE LIVES OF CALIFORNIANS WHO ARE DENIED OPPORTUNITIES TO SHARE IN THE STATE'S WEALTH AND DESERVE THE DIGNITY AND SUPPORT TO LEAD THRIVING LIVES IN OUR COMMUNITIES. WE WORK TOWARD THIS GOAL BY PROVIDING DEPENDABLE, TIMELY, POLICY GUIDANCE AND SOLUTIONS THROUGH OUR INDEPENDENT RESEARCH AND ANALYSIS, AND ENGAGING IN STRATEGIC COLLABORATIONS AND COMMUNICATIONS TO EXPAND EQUITABLE ECONOMIC OPPORTUNITIES AND PROMOTE WELL-BEING FOR ALL CALIFORNIANS. 0 0 2976705 1061 THE BUDGET CENTER DISTRIBUTES RESEARCH AND ANALYSIS BY PRODUCING BOTH LONG- AND SHORT-FORM PUBLICATIONS. THE BUDGET CENTER PRODUCED 47 ANALYSES IN 2022 TO ADVANCE PUBLIC POLICIES TO CREATE A MORE EQUITABLE CALIFORNIA THAT WERE PUBLISHED ON OUR WEBSITE AND DISTRIBUTED TO OUR EMAIL SUBSCRIBER LIST WHICH AVERAGED 7,900 SUBSCRIBERS. OUR WEBSITE HAD A TOTAL OF 181,213 VISITORS AND OVER 3,000 COPIES OF PUBLICATIONS DOWNLOADED. WE ALSO DISTRIBUTE OUR PUBLICATIONS THROUGH SOCIAL MEDIA, ESPECIALLY TWITTER, WHERE WE MAINTAINED AN AVERAGE OF 10,000 FOLLOWERS AND HAD AN AVERAGE OF 105,000 IMPRESSIONS PER MONTH. 161043 THE BUDGET CENTER ALSO MAINTAINS RELATIONSHIPS WITH ADVOCACY PARTNERS ACROSS THE STATE BY PARTICIPATING IN SPEAKING ENGAGEMENTS, SERVING ON BOARDS AND COMMITTEES, AND PROVIDING TECHNICAL ASSISTANCE. OUR STAFF SERVED ON 30-35 BOARDS OR COMMITTEES AT ANY GIVEN TIME THROUGHOUT THE YEAR, PARTICIPATED IN 71 SPEAKING ENGAGEMENTS, AND FULFILLED 438 TECHNICAL ASSISTANCE REQUESTS FROM STATE AND LOCAL ADVOCATES AND POLICYMAKERS AND THEIR STAFF. THESE PARTNERSHIPS HELP MAXIMIZE OUR IMPACT TO CREATE MORE EQUITABLE POLICY FOR ALL CALIFORNIANS. THE BUDGET CENTER HOSTED EIGHT VIRTUAL EVENTS IN 2022 WITH 3,796 REGISTRANTS. 2976705 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JANICE SELBY 9164440500 1107 9TH STREET 310 SACRAMENTO CA 95814 SHIMICA GASKINS BOARD MEMBER 0.25 X 0 0 0 TIA ORR BOARD MEMBER 0.25 X 0 0 0 EMILY GORDON TREASURER 0.50 X X 0 0 0 VERONICA CARRIZALES CHAIR 0.50 X X 0 0 0 TIM GAGE BOARD MEMBER 0.50 X 0 0 0 HILARY HOYNES BOARD MEMBER 0.25 X 0 0 0 JOHN KIM BOARD MEMBER 0.25 X 0 0 0 ANTHONY E WRIGHT BOARD MEMBER 0.25 X 0 0 0 NATALIE FOSTER BOARD MEMBER 0.25 X 0 0 0 TRACY GORDON BOARD MEMBER 0.25 X 0 0 0 RUTH HOLTON-HODSON VICE-CHAIR/SECRETARY 0.50 X X 0 0 0 MICHAEL TUBBS BOARD MEMBER 0.25 X 0 0 0 CATHY CHA BOARD MEMBER 0.25 X 0 0 0 CRYSTAL CRAWFORD BOARD MEMBER 0.25 X 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 40.00 X 227335 0 42946 SCOTT GRAVES DIRECTOR OF RESEARCH 40.00 X 177816 0 45330 SARAH JIMENEZ DIRECTOR OF STRATEGIC COMM 40.00 X 154792 0 22793 ALISSA ANDERSON SENIOR POLICY ANALYST 40.00 X 157228 0 15723 JONATHAN KAPLAN SENIOR POLICY ANALYST 40.00 X 139568 0 38803 KRISTIN SCHUMACHER SENIOR POLICY ANALYST 40.00 X 138000 0 15559 JANICE SELBY DIRECTOR OF OPERATIONS 40.00 X 149342 0 30353 JANIS YEE DIRECTOR OF ADVANCEMENT 40.00 X 145604 0 36725 KAYLA KITSON TAX POLICY ANALYST 40.00 X 100375 0 17510 1390060 0 265742 10 0 1 0 0 2374036 2374036 CONTRACTS 900099 152078 152078 CONFERENCES 900099 8965 8965 PUBLICATIONS AND SUBSC 900099 1061 1061 162104 35084 35084 2571224 162104 0 35084 843964 804214 26922 12828 1498590 1428006 47805 22779 122034 116286 3893 1855 139298 132737 4444 2117 164598 156845 5251 2502 219155 73718 145437 84943 82233 2710 28796 27877 919 16688 16156 532 16009 15498 511 4997 4838 159 STAFF DEVELOPMENT 42723 41360 1363 PUBLICATIONS 30350 29382 968 MISCELLANEOUS 17242 16692 550 SUPPLIES 9751 9440 311 28362 21423 4641 2298 3267500 2976705 246416 44379 1986665 1261194 3028971 2952256 1772242 1783675 13318 89119 188718 80553 116605 108165 4649 4649 6922450 6199058 329491 402765 10000 329491 412765 X 1902957 2431053 4690002 3355240 6592959 5786293 6922450 6199058 -696276 -110390 0 X 0 1 X 1 0 X 2164521 3050148 2317245 5111381 2374036 15017331 2164521 3050148 2317245 5111381 2374036 15017331 3294224 11723107 36438 37076 42216 36692 35084 187506 15204837 1282811 0.77100 0.98920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7238 7238 3260262 3267500 313375 78344 0 0 268462 283752 292189 313375 1157778 1736667 7238 7238 67116 70938 73047 78344 289445 434168 188718 80553 108165 108165 X 2460834 -110390 -110390 2571224 0 2571224 3267500 0 3267500 0 3267500 PART X, LINE 2: MANAGEMENT OF THE CENTER HAS EVALUATED THE TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES. MANAGEMENT DOES NOT BELIEVE THAT ANY MATERIAL UNCERTAIN TAX POSITIONS EXIST. 1 X 0 0 0 0 0 0 0 0 0 CHRISTOPHER HOENE EXECUTIVE DIRECTOR 227335 0 0 0 0 0 22734 0 20212 0 270281 0 0 0 SCOTT GRAVES DIRECTOR OF RESEARCH 177816 0 0 0 0 0 17782 0 27548 0 223146 0 0 0 JANIS YEE DIRECTOR OF ADVANCEMENT 145604 0 0 0 0 0 14560 0 22165 0 182329 0 0 0 JANICE SELBY DIRECTOR OF OPERATIONS 149342 0 0 0 0 0 14934 0 15419 0 179695 0 0 0 JONATHAN KAPLAN SENIOR POLICY ANALYST 139568 0 0 0 0 0 13957 0 24846 0 178371 0 0 0 SARAH JIMENEZ DIRECTOR OF STRATEGIC COMM 154792 0 0 0 0 0 0 0 22793 0 177585 0 0 0 ALISSA ANDERSON SENIOR POLICY ANALYST 157228 0 0 0 0 0 15723 0 0 0 172951 0 0 0 KRISTIN SCHUMACHER SENIOR POLICY ANALYST 138000 0 0 0 0 0 0 0 15559 0 153559 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM YEARLY AT A LATE SUMMER BOARD MEETING. THE FORMS ARE FILED ON THE PREMISES. ALL EMPLOYEES COMPLETE A CONFLICT OF INTEREST FORM UPON HIRE AND ON A YEARLY BASIS. ALL BOARD MEMBERS AND EMPLOYEES COMPLETE AND TURN IN THE COMPLETED CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15 THE EXCEUTIVE DIRECTOR'S COMPENSATION IS DISCUSSED BY THE BOARD DURING A SCHEDULED BOARD MEETING IN CONJUNCTION WITH THE ANNUAL WRITTEN EVALUATION. THE BOARD APPROVES THE ANNUAL COMPENSATION AND THE BOARD CHAIR SIGNS THE WRITTEN EVALUATION DOCUMENTING THE APPROVAL. EACH KEY EMPLOYEE'S COMPENSATION IS DETERMINED IN CONJUNCTION WITH AN ANNUAL WRITTEN EVALUATION BY THE DIRECTOR'S SUPERVISOR. THE SUPERVISOR AND THE EMPLOYEE SIGN THE WRITTEN EVALUATION DOCUMETING THE APPROVED COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST